Arete Wealth Advisors’s Vanguard Long-Term Bond ETF BLV Stock Holding History

Arete Wealth Advisors’s Portfolio BLV Stock Details BLV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-3,116	Closed	-$221K	–	402
2025 Q3	$221K	Buy	+3,116	New	+$216K	0.01%	698
2023 Q1	–	Sell	-124,331	Closed	-$1.63M	–	666
2022 Q4	$1.63M	Buy	+124,331	New	+$9M	0.14%	129
2014 Q2	–	Sell	-7,210	Closed	-$625K	–	129
2014 Q1	$625K	Buy	+7,210	New	+$612K	0.58%	47

Other funds holding BLV

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

LNC

Lincoln National Corp Radnor, Pennsylvania $3.91B AUM 14.77% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

KIM

Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Arete Wealth Advisors's BLV Position: Q4 2025 in Review

Arete Wealth Advisors sold out of Vanguard Long-Term Bond ETF (BLV) in Q4 2025, closing a stake of 3,116 shares — an estimated $221K sold.

Arete Wealth Advisors first reported a position in BLV in Q1 2014 and held it in 3 quarters. The position peaked at $1.63M in Q4 2022. 410 funds tracked by Wall St. Rank hold BLV as of Q4 2025.

Arete Wealth Advisors reported no remaining Vanguard Long-Term Bond ETF position as of Q4 2025 after selling out during the quarter.
Arete Wealth Advisors sold 3,116 Vanguard Long-Term Bond ETF shares in Q4 2025, an estimated $221K.
Arete Wealth Advisors first reported a position in Vanguard Long-Term Bond ETF in Q1 2014 and held it in 3 quarters.
Arete Wealth Advisors's Vanguard Long-Term Bond ETF position peaked at $1.63M in Q4 2022.
410 funds tracked by Wall St. Rank held Vanguard Long-Term Bond ETF as of Q4 2025.

Based on Arete Wealth Advisors's 13F filing for Q4 2025, filed 13 Feb 2026.